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Side-by-side financial comparison of Knight-Swift Transportation Holdings Inc. (KNX) and Post Holdings, Inc. (POST). Click either name above to swap in a different company.
Post Holdings, Inc. is the larger business by last-quarter revenue ($2.2B vs $1.9B, roughly 1.2× Knight-Swift Transportation Holdings Inc.). Post Holdings, Inc. runs the higher net margin — 4.5% vs 0.0%, a 4.4% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs 1.4%). Post Holdings, Inc. produced more free cash flow last quarter ($119.3M vs $56.9M). Over the past eight quarters, Post Holdings, Inc.'s revenue compounded faster (4.3% CAGR vs 0.1%).
Swift Transportation is an American truckload motor shipping carrier based in Phoenix, Arizona. In 2017, Swift merged with Knight Transportation, also of Phoenix, forming Knight-Swift.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
KNX vs POST — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.2B |
| Net Profit | $96.0K | $96.8M |
| Gross Margin | — | 29.4% |
| Operating Margin | 1.5% | 11.0% |
| Net Margin | 0.0% | 4.5% |
| Revenue YoY | 1.4% | 10.1% |
| Net Profit YoY | -76.6% | -14.6% |
| EPS (diluted) | $-0.01 | $1.71 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $2.2B | ||
| Q3 25 | $1.9B | $2.2B | ||
| Q2 25 | $1.9B | $2.0B | ||
| Q1 25 | $1.8B | $2.0B | ||
| Q4 24 | $1.9B | $2.0B | ||
| Q3 24 | $1.9B | $2.0B | ||
| Q2 24 | $1.8B | $1.9B |
| Q1 26 | $96.0K | — | ||
| Q4 25 | $-6.8M | $96.8M | ||
| Q3 25 | $7.9M | $51.0M | ||
| Q2 25 | $34.2M | $108.8M | ||
| Q1 25 | $30.6M | $62.6M | ||
| Q4 24 | $69.5M | $113.3M | ||
| Q3 24 | $30.5M | $81.6M | ||
| Q2 24 | $20.3M | $99.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 29.4% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 29.6% |
| Q1 26 | 1.5% | — | ||
| Q4 25 | 1.4% | 11.0% | ||
| Q3 25 | 2.6% | 7.5% | ||
| Q2 25 | 3.9% | 11.8% | ||
| Q1 25 | 3.7% | 9.3% | ||
| Q4 24 | 4.2% | 10.8% | ||
| Q3 24 | 4.3% | 9.5% | ||
| Q2 24 | 3.4% | 10.4% |
| Q1 26 | 0.0% | — | ||
| Q4 25 | -0.4% | 4.5% | ||
| Q3 25 | 0.4% | 2.3% | ||
| Q2 25 | 1.8% | 5.5% | ||
| Q1 25 | 1.7% | 3.2% | ||
| Q4 24 | 3.7% | 5.7% | ||
| Q3 24 | 1.6% | 4.1% | ||
| Q2 24 | 1.1% | 5.1% |
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $-0.04 | $1.71 | ||
| Q3 25 | $0.05 | $0.91 | ||
| Q2 25 | $0.21 | $1.79 | ||
| Q1 25 | $0.19 | $1.03 | ||
| Q4 24 | $0.43 | $1.78 | ||
| Q3 24 | $0.19 | $1.28 | ||
| Q2 24 | $0.13 | $1.53 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $222.8M | $279.3M |
| Total DebtLower is stronger | — | $7.5B |
| Stockholders' EquityBook value | $7.1B | $3.5B |
| Total Assets | $11.9B | $13.0B |
| Debt / EquityLower = less leverage | — | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $222.8M | — | ||
| Q4 25 | $220.4M | $279.3M | ||
| Q3 25 | $192.7M | $176.7M | ||
| Q2 25 | $216.3M | $1.1B | ||
| Q1 25 | $209.5M | $617.6M | ||
| Q4 24 | $218.3M | $872.9M | ||
| Q3 24 | $166.3M | $787.4M | ||
| Q2 24 | $186.5M | $333.8M |
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $7.5B | ||
| Q3 25 | $1.9B | $7.4B | ||
| Q2 25 | $1.8B | $7.3B | ||
| Q1 25 | $1.8B | $6.9B | ||
| Q4 24 | $1.8B | $6.9B | ||
| Q3 24 | $1.9B | $6.8B | ||
| Q2 24 | $1.6B | $6.4B |
| Q1 26 | $7.1B | — | ||
| Q4 25 | $7.1B | $3.5B | ||
| Q3 25 | $7.1B | $3.8B | ||
| Q2 25 | $7.1B | $4.0B | ||
| Q1 25 | $7.1B | $3.8B | ||
| Q4 24 | $7.1B | $3.9B | ||
| Q3 24 | $7.1B | $4.1B | ||
| Q2 24 | $7.1B | $3.9B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $12.0B | $13.0B | ||
| Q3 25 | $12.6B | $13.5B | ||
| Q2 25 | $12.5B | $13.4B | ||
| Q1 25 | $12.6B | $12.8B | ||
| Q4 24 | $12.7B | $12.8B | ||
| Q3 24 | $12.8B | $12.9B | ||
| Q2 24 | $12.6B | $12.1B |
| Q1 26 | — | — | ||
| Q4 25 | 0.25× | 2.16× | ||
| Q3 25 | 0.26× | 1.98× | ||
| Q2 25 | 0.26× | 1.84× | ||
| Q1 25 | 0.26× | 1.81× | ||
| Q4 24 | 0.26× | 1.79× | ||
| Q3 24 | 0.26× | 1.67× | ||
| Q2 24 | 0.23× | 1.62× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $142.5M | $235.7M |
| Free Cash FlowOCF − Capex | $56.9M | $119.3M |
| FCF MarginFCF / Revenue | 3.1% | 5.5% |
| Capex IntensityCapex / Revenue | 4.6% | 5.4% |
| Cash ConversionOCF / Net Profit | 1484.79× | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | — | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $142.5M | — | ||
| Q4 25 | $723.2M | $235.7M | ||
| Q3 25 | $217.5M | $301.3M | ||
| Q2 25 | $216.5M | $225.9M | ||
| Q1 25 | $109.4M | $160.7M | ||
| Q4 24 | $274.3M | $310.4M | ||
| Q3 24 | $214.0M | $235.4M | ||
| Q2 24 | $273.4M | $272.3M |
| Q1 26 | $56.9M | — | ||
| Q4 25 | — | $119.3M | ||
| Q3 25 | — | $151.6M | ||
| Q2 25 | — | $94.9M | ||
| Q1 25 | — | $70.2M | ||
| Q4 24 | — | $171.4M | ||
| Q3 24 | — | $96.2M | ||
| Q2 24 | — | $161.5M |
| Q1 26 | 3.1% | — | ||
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 4.8% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | — | 8.3% |
| Q1 26 | 4.6% | — | ||
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | — | 5.7% |
| Q1 26 | 1484.79× | — | ||
| Q4 25 | — | 2.43× | ||
| Q3 25 | 27.67× | 5.91× | ||
| Q2 25 | 6.32× | 2.08× | ||
| Q1 25 | 3.57× | 2.57× | ||
| Q4 24 | 3.95× | 2.74× | ||
| Q3 24 | 7.03× | 2.88× | ||
| Q2 24 | 13.47× | 2.73× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KNX
| Revenue, excluding truckload and LTL fuel surcharge | $1.6B | 89% |
| Truckload and LTL fuel surcharge | $212.2M | 11% |
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
